See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,471 | $63,861-38.2% | $104,607-62.3% | $79,858-50.6% |
| Participation rate | 60.0% | 64.9%-4.9pp | 74.1%-14.1pp | 69.6%-9.6pp |
| Annual return | 14.01% | 21.30%-7.3pp | 340.46%-326.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,348 | $1,588-15.2% | $2,681-49.7% | $2,471-45.5% |
| Participant deferral / active EE | $2,591 | $2,693-3.8% | $3,740-30.7% | $3,740-30.7% |
| Admin fee / account holder | $4,612 | $4,185+10.2% | $6,473-28.8% | $5,306-13.1% |